[新聞] US to allow Nvidia H200 chip shipments to China, Trump says
原文標題：US to allow Nvidia H200 chip shipments to China, Trump says
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發布時間：December 9, 20251:06 PM GMT+8Updated 1 hour ago
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記者署名：By Stephen Nellis, Karen Freifeld and Michael Martina
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原文內容：WASHINGTON, Dec 8 (Reuters) - The United States will allow Nvidia's (N
DA.O), opens new tab H200 processors, its second-best artificial intelligence ch
ips, to be exported to China and collect a 25% fee on such sales, U.S. President
Donald Trump said on Monday.
The decision appears to settle a U.S. debate about whether Nvidia and rivals sho
uld maintain their global lead in AI chips by selling to China or withhold the e
xports, though Beijing has told companies not to use U.S. technology, leaving it
unclear whether Trump's decision would lead to new sales.
Nvidia (NVDA.O), opens new tab shares rose 2% in after-hours trading after Trump
made the announcement on Truth Social, following a 3% rise during the day on a
report by Semafor.
Trump said in his post that he had informed President Xi Jinping of China, where
Nvidia's chips are under government scrutiny, about the move and that he "respo
nded positively."
He said the U.S. Commerce Department was finalizing details of the arrangement a
nd the same approach would apply to other AI chip firms such as Advanced Micro D
evices (AMD.O), opens new tab and Intel (INTC.O)
Trump's post said the fee to be paid to the U.S. government was "$25%", and a Wh
ite House official confirmed he meant 25%, higher than the 15% proposed in Augus
t.
"We will protect National Security, create American Jobs, and keep America’s le
ad in AI," Trump wrote on Truth Social. "NVIDIA’s U.S. Customers are already mo
ving forward with their incredible, highly advanced Blackwell chips, and soon, R
ubin, neither of which are part of this deal."
Trump did not say how many H200 chips would be authorized for shipment or what c
onditions might apply, only that exports would occur "under conditions that allo
w for continued strong National Security."
Administration officials consider the move a compromise between sending Nvidia's
latest Blackwell chips to China, which Trump has declined to allow, and sending
China no U.S. chips at all, which officials believe would bolster Huawei's effo
rts to sell AI chips in China, a person familiar with the matter said.
"Offering H200 to approved commercial customers, vetted by the Department of Com
merce, strikes a thoughtful balance that is great for America," Nvidia said in a
statement.
Intel declined to comment. The U.S. Commerce Department, which oversees export c
ontrols, and AMD did not respond to requests for comment.
A White House official said that the 25% fee would be collected as an import tax
from Taiwan, where the chips are made, to the United States, where the chips wi
ll undergo a security review by U.S. officials before being exported to China.
翻譯：
華盛頓，12月8日（路透社）—美國總統唐納德· 川普週一表示，美國將允許英偉達（Nvidi
，股票代碼：NVDA.O）的H200處理器（其第二大人工智慧晶片）出口到中國，並對這些銷售
收取25%的佣金。
這項決定似乎平息了美國國內關於英偉達及其競爭對手是否應該透過向中國銷售晶片來維持
其在全球人工智慧晶片領域的領先地位，還是應該停止出口的爭論。不過，北京方面已告知
企業不要使用美國技術，因此川普的決定是否會帶來新的銷售尚不明朗。
在川普透過Truth Social發布這項消息後，英偉達（NVDA.O）股價在盤後交易中上漲了2%，
此前，受Semafor通報的影響，該股當日已上漲3%。
川普在貼文中表示，他已將此事告知中國國家主席習近平，而中國目前正對英偉達的晶片進
行審查，習近平對此「做出了積極回應」。
他表示，美國商務部正在敲定該協議的細節，同樣的方案也將適用於其他人工智慧晶片公司
，例如AMD（AMD.O）和英特爾（INTC.O）。
川普在社群媒體上發文稱，需向美國政府支付的費用為“25%”，一位白宮官員證實，他指?
是25%，高於8月提出的15%。
「我們將保護國家安全，創造美國就業機會，並保持美國在人工智慧領域的領先地位，」川
普在Truth Social上寫道。 「英偉達的美國客戶已經開始推進其卓越的、高度先進的Black
well晶片項目，不久還將推出Rubin晶片，這兩款晶片都不包含在本次交易中。”
川普沒有透露將有多少H200晶片獲準出貨，也沒有說明可能適用哪些條件，只是表示出口將
在「確保國家安全持續得到保障的條件下」進行。
知情人士透露，美國政府官員認為此舉是在向中國出口英偉達最新款Blackwell晶片（川普?
拒絕允許）和完全不向中國出口美國晶片（官員認為這將有利於華為在中國銷售人工智慧晶
片）之間做出的妥協。
英偉達在一份聲明中表示：“向經商務部審核批准的商業客戶提供H200晶片，這種深思熟慮
的平衡對美國大有裨益。”
英特爾拒絕置評。負責出口管制的美國商務部和AMD均未回應置評要求。
一位白宮官員表示，這25%的費用將作為進口稅從晶片生產地台灣徵收，晶片運往美國後，?
由美國官員進行安全審查，然後出口到中國。
心得/評論：
台灣25%路透社寫是白宮官員說的
這能不能信？
川投顧又要出招了？
台積今天是在跌這個？
川投顧到底要怎麼從台積電徵25%？
如果真的給他徵台積毛利是不是慘了
※必需填寫滿30正體中文字，無意義者板規處分
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